Skyler Lee Seidman
Investment adviser representative at Clear Trail Advisors, LLC
12 yearsExperience
1 stateRegistered in
$803.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Clear Trail Advisors, LLCAug 2025 to now
- Flagship Investment Management LLCNov 2024 to Jul 2025
- Flagship Capital ParntersJan 2023 to Jul 2025
- Holt Lunsford CommercialJun 2021 to Dec 2022
- N/aDec 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Clear Trail Advisors, LLC
$803.1MAssets managed
376Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8022039
- Firm CRD
- 337595